Behavioral Finance
Read about the behavioral finance factors that affect clients and that help advisors tailor the best financial plans and portfolio strategies for investors.
What Mike Bloomberg Is Saying About Insurance, for Agents
By Allison BellHe's talking more about your world on his website than Bernie Sanders and Elizabeth Warren are on their sites.
February 04, 2020
NAIFA to Arm Members With Financial Literacy ClassesKevin Mayeux says NAIFA members are in a good position to know what kinds of information consumers need.
February 03, 2020
The Biggest Estate Planning Blunders of All TimeHere are 13 stories that show why thinking carefully ahead of time matters.
January 27, 2020
Ric Edelman: Advisors Shouldn't Ignore Bitcoin, BlockchainHe suggests a 1%-2% Bitcoin investment if clients understand the technology and risks.
January 24, 2020
More Money, More Problems: How to Help Clients Handle a RaiseA new Morningstar report offers recommendations.
January 24, 2020
What Financial Risks Lurk in Your Clients' Cars?Today's vehicles may be better built, but also come with privacy risks.
January 24, 2020
New Ethical Standards Are Now in Effect!Are you ready for the new rules laid down by the CFP Board? Here's a primer on what to do.
January 24, 2020
An Alternative to the Risk Profile QuestionnaireMeasurements to quantify risk are a staple of financial planning, but do they capture the right information?